You will suffer more underperformance with this portfolio, no growth in Tech going forward, average to poor returns, FMCG is struggling due to local cheap players and high food inflation, private banks, Credit card companies are over valued. Apart from Ultratech and Reliance in large cap and HP adhesive in micro cap, rest is junk, Polycab is a risky investment now.
Close all FMCG, Sell all large Private Banks, large IT. Buy BOB, Canara, Indian Bank, LIC & LIC housing. AB Fashion, Arvind Fashion, Poonawala fincorp, AB Cap, swelect energy, some good investments i can research.
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